Use the Units and Payroll tab to enter unit and payroll posting information for an organization.
Contents
Posting Distribution
| Field | Description |
|---|
| Unit - Balance Sheet
|
Select the project, phase, and task to use when you post unit credit amounts to this organization and a balance sheet account. Vision enables this field if you maintain separate balance sheets and you select
Unit expense distribution credit in Organization General Setup.
|
| Unit - Indirect Expense
|
Select the project, phase, and task to use when you post unit credit amounts to this organization and an indirect account. Vision enables this field if you maintain separate balance sheets and you select
Unit expense distribution credit in Organization General Setup.
|
| Unit - Other Revenue/Expense
|
Select the project, phase, and task to use when you post unit credit amounts to this organization and a revenue or direct expense account. Vision enables this field if you maintain separate balance sheets and you select
Unit expense distribution credit in Organization Setup.
|
| Payroll Liability
|
If you use Vision Payroll, select the project, phase, and task to use when payroll liability credit amounts are posted to this organization. Vision enables this field if you maintain separate balance sheets, and if you select the
Labor distribution credit option in Organization General Setup.
|
| Payroll (FICA) Expense
|
If you use Vision Payroll, select the project, phase, and task to use when payroll debit amounts are posted to this organization. Vision enables this field if you select the
Payroll (FICA) expense debit option in Organization General Setup.
|
| Payroll Contribution Expense
|
Enter an overhead or promotional project, phase, and task to use when posting an expense for an employer payroll contribution during payroll processing. These fields are enabled if you select the
Payroll contribution expense debit check box on the Organization tab in
.
This is how the project for the expense posting is determined. Vision first looks for the employee’s organization on the General tab in
. It then uses this organization's project entered in the
Payroll contribution expense debit field on the General tab of the Individual Organization Setup dialog. However, if you also entered a project in the Contribution grid in
, the project used for the posting is from the contribution code and not the employee’s organization.
If you do not select the
Payroll contribution expense debit check box on the Organization tab in
, Vision uses the project entered on the Payroll Contribution Setup dialog in
.
|
| Payroll Contribution Liability
|
Enter an overhead or promotional project, phase, and task to use when posting a liability for an employer payroll contribution (for example, employer 401(k) matching amounts) during payroll processing. These fields are enabled if you maintain separate balance sheets and you select the
Payroll contribution liability distribution credit check box on the Organization tab in
.
This is how the project for the liability posting is determined. Vision first looks for the employee’s organization on the General tab in
. It then uses this organization's project entered in the
Payroll contribution liability distribution credit field on the General tab of the Individual Organization Setup dialog. However, if you also entered a project in the Contribution grid in
, the project used for the posting is from the contribution code and not the employee’s organization.
If you do not select the
Payroll contribution liability distribution credit check box on the Organization tab in
, Vision uses the project entered on the Payroll Contribution Setup dialog in
.
|
Miscellaneous Codes
| Field | Description |
|---|
| Payroll Default Bank
|
If you use Vision Payroll, select the default bank code to use when posting payroll.
|
| ADP/Paychex/Ceridian Company Code
|
This field label displays
ADP Company Code,
Paychex Client Number, or
Ceridian Company Number depending on which you select in the
Payroll Interface to field on the Timesheets tab in
.
Enter the appropriate company code, client number, or company number for the payroll service you use for this organization. The code is used for all employees in this organization.
You also have the option to enter a company code for each employee on the Accounting tab in
. If a company code is entered in the Employee Info Center for an employee, it is used instead of the organization's company code.
If your firm has only one payroll service company code, enter it on the Timesheet tab in
, and leave the company code blank in Individual Organization Setup and in the Employee Info Center.
|
